Renato Bortone is an expert in advising HNWI and UHNWI clients, with a solid ability to interpret the complex needs of this segment.
With a professional background spanning private banking, wealth planning, and client management, he is able to guide clients toward well-informed decisions, effectively balancing fiscal considerations, asset-protection and asset-growth needs, as well as the relational
implications of the management and succession of complex family wealth.
A graduate in Law from Alma Mater Studiorum University of Bologna, he is a qualified attorney registered with the Bar Association of Lecce. He also obtained a Master's degree in Tax Law and Practice from Sole 24 Ore.
Initially a consultant at leading Italian law firms and financial institutions, he expanded his professional experience in Switzerland, where he is currently based, taking on roles of increasing responsibility in Family Offices and Private Banks.
Native Italian speaker, he is fluent in English.
